Quarterly review "Food Retail and the Russian Consumer Market" (in English)

Part I. Retail and consumer market indicators

1.1. GDP dynamics and structure

1.2. Dynamics of key balance of payment indicators

1.3. Exchange rate and key rate dynamics

1.4. Consumer price index

1.5. Retail trade turnover

1.6. Retail turnover by types of goods

1.7. Demography and migration

1.8. Consumer spending dynamics

1.9. Consumer confidence

1.10. Household income dynamics

1.11. Structure of monetary income and expenses of the population

1.12. Consumer lending and deposits

1.13. Deposit volume

1.14. Consumer and mortgage loans

PART II. Key retail events

PART III. FMCG retail indicators

3.1. Structure of food retail by sales channel

3.2. Stores and selling space of TOP-200 FMCG chains

3.3. Selling space structure of TOP-200 FMCG chains by formats

3.4. Selling space structure and growth of TOP-200 FMCG chains

3.5. Food retail structure

3.6. Food retail share dynamics of TOP-10 FMCG retailers

3.7. Rating of TOP-10 FMCG retailers

3.8. Rating of TOP-10 FMCG retailers

3.9. Rating and performance of publicly listed FMCG retail chains

3.10. LFL-sales of public FMCG retail chains

3.11. Financial performance and investments of public FMCG retail chains

3.12. Stock prices and capitalization of publicly listed FMCG retail chains

PART IV. Online-sales and E-Grocery

4.1. E-grocery market dynamics

4.2. INFOLine E-grocery Russia Top Rating

4.3. E-grocery market structure

4.4. Omnichannel development strategies of leading FMCG chains

4.5. Development of dark store delivery by leading FMCG chains

PART V. Regional retail development FMCG

5.1. Regional structure of the retail trade

5.2. Regional structure of the Food retail

5.3. Regional structure of the Non-Food retail

5.4. Rating of the largest retail chains in Moscow and the Moscow Region

5.5. Rating of the largest retail chains in the Central FD (CFD excluding Moscow and the Moscow Region)

5.6. Rating of the largest retail chains in St. Petersburg and the Leningrad region

5.7. Rating of the largest retail chains in the North Western FD (NWFD excluding St. Petersburg and the Leningrad Region)

5.8. Rating of the largest retail chains in the Volga FD (VFD)

5.9. Rating of the largest retail chains in the Urals FD (UFD)

5.10. Rating of the largest retail chains in the Southern FD (SFD) and North Caucasian FD (NCFD)

5.11. Rating of the largest retail chains in the Siberian FD (SFD) and Far Eastern FD (FEFD)

Classification of retail facilities by format

List of sources

Usage agreement

About the author — INFOLine groups of companies

The Industry Overview contains more than 116 charts

Key economic trends in Russia in 2026

• Dynamics of foreign exchange rates to ruble

• Russias federal budget deficit and surplus, RUB trln

• Consumer price index, % versus the same month last year

• Loan interest rates and key rate of CBR, central banks and the US Fed, %

Part I. Retail and consumer market indicators

• Dynamics of Russian basic macroeconomic indicators, %
• Structure of Russias GDP by economic sectors, %
• Current account components of the Russian Federation by years, USD bn
• Current account components of the Russian Federation by quarters, USD bn
• Dynamics of foreign exchange rates to ruble
• Rates on mortgage loans and loans to non-financial organizations granted in rubles during the month and CBR key rate, %
• Consumer price index, in % year-on-year
• Dynamics of retail trade turnover, in % of the corresponding period of the previous
• year
• Retail trade turnover, RUB trln
• Food retail turnover dynamics, in % year-on-year
• Non-Food retail turnover dynamics, in % year-on-year
• Natural population increase and net migration in the Russian Federation, ths people
• Births and deaths in Russia, ths people
• Consumer spending dynamics, % vs the corresponding period of the prior year
• Consumer confidence index for Russia as a whole, %
• Consumer confidence index by federal districts (FD), %
• Dynamics of real wage and real incomes of the population, %
• Distribution of population by per capita income values, %
• Structure of household monetary income by source, %
• Structure of household spending by use, %
• Deposits and loans of individuals at the end of the period
• Loan volume and changes in the retail deposit volume
• Volume of retail deposits in RUB and foreign currency and funds on escrow accounts
• Deposit volume change versus the previous month of the current year
• Consumer loan volume and changes in debt versus the previous month
  of the current year
• Mortgage issuance and change of prepayment liability versus the previous month of the current year

PART III. FMCG retail indicators

• Food retail dynamics by sales channels by years, RUB trln
• Food retail structure by sales channels by years, %
• Quarterly dynamics of Food retail by sales channels, RUB trln
• Quarterly Food retail structure by sales channels, %
• Number of facilities owned by TOP-200 FMCG chains in Russia at the end of the period
• Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, mln sq. m
• Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, %
• Space growth of TOP-200 FMCG chains in Russia, ths sq. m
• Space growth structure of TOP-200 FMCG chains in Russia, %
• Leaders in retail space growth
• Change in the number of facilities owned by TOP-200 FMCG chains in Russia
• Food retail market structure in Russia, %
• Food retail share dynamics of TOP-10 FMCG retailers by quarters
• Food retail share dynamics of TOP-10 FMCG retailers by years
• Revenue of leading FMCG retailers
• Number of facilities and selling space of leading FMCG retailers at the end of the period
• Retail revenue of publicly listed FMCG retail chains
• Like-for-like (LFL) sales dynamics of publicly listed FMCG retail chains, %
• Average ticket in comparable stores of public FMCG chains, %
• Traffic in comparable stores of public FMCG chains, %
• Financial performance of public FMCG chains
• Capitalization of publicly retailers on the Moscow Exchange
• Dynamics of capitalization of publicly listed retailers on the Moscow Exchange
  versus December 30, 2019, %
• Capitalization of X5 Group, Magnit PJSC and Fix Price, RUB bn
• Capitalization of Lenta LLC, OZON, RUB bn

PART IV. Online-sales and E-Grocery

• Share of online sales in Food retail by quarters
• Food retail dynamics in online and offline channels by quarters
• E-grocery market dynamics by years
• E-grocery market dynamics by quarters
• E-grocery market dynamics by missions and delivery times by years
• E-grocery market dynamics by missions and delivery times by quarters
• INFOLine E-Grocery Russia TOP Rating (FMCG sales in RUB bn including delivery services with VAT)
• Average ticket of major E-grocery market players
• INFOLine E-Grocery Russia TOP rating by the number of orders, ths per day
• INFOLine E-Grocery Russia TOP rating by food sales in RUB bn with VAT
• Online FMCG sales rating by holdings, RUB bn with VAT
• E-grocery market structure by quarters, %
• Leading FMCG chains in terms of retail turnover, RUB bn without VAT
• Online-sales of leading FMCG chains, RUB bn without VAT
• Number of dark stores of the largest E-grocery market players
• Space of dark stores of the largest players in the E-grocery market

PART VI. Regional retail development FMCG

• Retail trade structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of retail trade in physical terms compared to the same period of the previous year
• Food retail structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of Food retail in physical terms compared to the same period of the previous year
• Shares of Russian regions in Food retail turnover, %
• Dynamics of the shares of the 11 largest regions of Russia in the Food retail
• Non-Food retail structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of Non-Food retail in physical terms compared to the same period of the previous year
• Shares of Russian regions in Non-Food retail, %
• Dynamics of the shares of the 11 largest regions of Russia in the Non-Food retail

All ratings of the largest FMCG chains by Federal Districts include the following charts:

• Revenue and share in the RTO Food TOP-5 FMCG chains in the market of the FD
• The number of facilities and retail space of the TOP 5 FMCG chains in the market of the FD